The books say 29 percent eps jump but don't hold your breath waiting for a rally. It is a classic move to inflate the numbers with buybacks and one off tax breaks. They talk about active user bases being high but how many of those are just junk devices in drawers? I hate when the printer jams. If these kids don't start paying for the extra ai features, the high margin revenue growth is a fairy tale. I have seen this movie before where the tech giant becomes a utility company and the stock goes sideways for a decade. Keep your eyes on the inventory bloat next.
@stockwatchdaily
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1August 1, 2026 3.7K
